CONCEPT PROTOTYPE — sample data, for review only. No real people or deals shown.
Behind the login

Dashboard

Two different jobs, two different views. Steve works the room. Christa works the file.

Members
34
4 added this month
Active this week
11
32% of members
Deals run
87
last 30 days
Gone quiet
6
no login in 21 days

Your call list

Ranked by activity, not by when they signed up. The people at the top are looking right now.

Dana Whitfield
Ran 6 deals in 4 days, all James Island multifamily between $780K and $1.2M. Two cleared 1.25x. Hasn't asked a single question.
6 dealsMF 5+$780K–$1.2MJames Island
Hot
Call →
Marcus Oyelaran
Same North Charleston retail strip modeled 4 times, dropping the price each pass. He's building an offer and talking himself into a number.
4 passesRetailsame addressprice −9%
Hot
Call →
Priya Raghunathan
First-time commercial. Read the financing page twice, opened the document checklist, then stopped. She's intimidated, not uninterested.
2 deals2–4 unitsread financing 2×
Warm
Call →
Ted Kowalczyk
Nine deals in six weeks, every one fails DSCR by a wide margin. He's underwriting fantasy rents — worth 15 minutes to reset expectations.
9 deals0 clearedavg 0.71x
Warm
Call →
Alan Brubaker
Was running deals weekly through August. Nothing in 24 days. Either he bought something or he bought it with someone else.
quiet 24 dayswas 3×/week
Cold
Call →
Financeable deals
9
cleared DSCR, last 30 days
Packages started
5
2 complete
Avg loan sized
$842K
across financeable deals
Awaiting you
3
oldest: 2 days

Financing intent

These fire on intent, not on browsing. Every one arrives with the deal attached so you already know the file.

14 minutes ago · package complete
Dana Whitfield sent her package

12-unit, Folly Road. All twelve checklist items gathered including the rent roll and T-12. She's ready to shop.

$1,150,000DSCR 1.31x commercialNOI $96,400 Bridge or Long Term CRE75% LTV → $862,500
2 hours ago · deal cleared DSCR
Marcus Oyelaran modeled a deal that works

Fourth pass on the same North Charleston retail strip finally cleared at a lower basis. He hasn't asked for financing yet — this is the moment to call.

$1,420,000DSCR 1.27xRetail DSCR is bindingmax loan $1,010,000
Yesterday · document checklist opened
Priya Raghunathan opened the package checklist

Checked two boxes, then stopped. First-time commercial buyer. A five-minute call about what an SREO actually is would probably move her.

$465,000DSCR 1.18xtriplex2 of 12 docs
3 days ago · repeat modeling
Same property modeled 3 times by two different members

1841 Ashley River Road is getting attention from more than one buyer in the room. Worth telling Steve.

$2,300,000mixed-use2 members

Nobody gets in without Steve. This is the door.

Reggie Ashworth-Lyle
"Own four doors in North Charleston, trying to move up to a 10-plus unit building and I don't know how to read the financials." — reggie.al@example.com · (843) 555-0148
Multifamily 5+requested 2 hours ago
Approve Decline
Susannah Oyerinde
"Looking at a small retail center on Rivers Ave. Cash buyer but I'd consider leverage if the numbers are better." — s.oyerinde@example.com · (843) 555-0192
Retail / mixed-userequested yesterday
Approve Decline
Hollis Brightwater
"Just getting started, want to learn." — No property, no market, no budget. Steve's call whether that's a future client or a tire-kicker.
Getting startedrequested 4 days ago
Approve Decline